Different type of 'People'

Richard Khosla-Stevens
edited July 12 in Sales CRM #1

Just beginning to use Pipedrive so excuse asking such a basis question but our organisation has 2 types of 'people'.  One that are associated with Organisations, but also people that we deal with B2C and need to collect more relevant personal information from them.

 

Whats the best way to set these are on Pipedrive?

 

 

Comments

  • Fabrizio Nicolosi_33821
    edited April 2021 #2

    Hi Richard, the best way to do that is creating Custom Fields in deal as “end user” or something like that using “people“ as type. In this mode you can collect other important information. Let me know if you need help.